Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luann? Claim Your ProfileLuann G. Maner has been in the financial services industry since 1987. Luann is a registered representative with Morgan Stanley, a leading financial services firm. Luann is licensed in multiple states, including North Carolina and Texas. Luann has a wealth of experience in providing financial advice to individuals, businesses, and institutions. Luann is committed to providing her clients with personalized financial advice and investment solutions that meet their individual needs. Luann has a strong understanding of the financial markets and a proven track record of success.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NC
04/15/2020 - Present
Morgan Stanley (Raleigh NC)
NC
07/02/2004 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (GREENSBORO NC)
NY
01/28/2000 - 07/07/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
07/07/1988 - 01/21/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
01/29/1988 - 07/05/1988
ATLANTA SECURITIES & INVESTMENTS, INC.
NA
09/24/1987 - 12/19/1987
J. W. GANT & ASSOCIATES, INC.
IA
Issued 08/22/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/06/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/1989
Series 3 - National Commodity Futures Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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